Stock Analysis

Street stays bullish on Sun Pharma despite mixed Q2, earnings downgrades

Analysts remain positive on Sun Pharma despite slower US and speciality growth in Q2FY27, supported by strong domestic sales, though near-term earnings estimates have been cut.

RIL's Q2 beat lifts earnings outlook, even as brokerages pare price targets

RIL shares jumped 6 per cent to a day high of ₹1,234 in Monday's trade on the BSE, following its Q2 results.

Dixon Technologies faces near-term margin headwinds as input costs rise

Strong mobile revenue growth and market share gains support Dixon Technologies, but the end of production-linked incentives, higher input costs and delayed Vivo JV production weigh on margins

Margin pressures remain a major headwind for Asian Paints stocks

Asian Paints' revenue growth beat estimates in Q2FY27, but rising raw material costs, intense competition and volatile crude oil prices could weigh on margins and stock gains.

Execution key as Godrej Properties lines up ₹32K cr worth of projects in H2

With projects worth ₹32,000 crore lined up for launch in H2 FY27, Godrej Properties is banking on timely execution and strong sustenance sales to meet its full-year bookings target.

Muted asset quality outlook likely to weigh on Shriram Finance stock

Shriram Finance shares may remain under pressure as rising credit costs, monsoon-related stress and a weaker asset quality outlook offset strong Q2 earnings and NII growth.

Input cost inflation, Lloyd's losses likely to weigh on Havells India

Havells reported strong Q2FY27 revenue growth, but rising commodity costs and Lloyd's losses squeezed margins, prompting analysts to remain cautious on earnings recovery

Higher advertising spends, rising competition to weigh on Colgate margins

Colgate's Q2 revenue rose 12.2 per cent, but higher advertising expenses and growing competition squeezed operating margins, prompting brokerages to cut earnings estimates

L&T Technology Services eyes stronger H2FY27 growth after Q2 earnings beat

L&T Technology Services expects stronger growth in the second half of FY27, supported by large-deal ramp-ups, AI-led projects and operational efficiencies after a Q2 earnings beat

Hind Zinc slips 2.5% post Q2 nos; analysts say silver prices hold the key

Jefferies said that Hindustan Zinc trades below the long-term average EV/Ebitda and that recovery in silver price would be key for stock performance.

Growth prospects remain strong for Crompton Greaves Consumer: Brokerages

Sales rose 18 per cent year-on-year, while record exports, double-digit segment growth and cost savings helped offset pressure from commodity inflation

Execution key for DLF to achieve ₹20,000 crore FY27 sales guidance

DLF's Q2 pre-sales beat estimates, but with just Rs 4,460 crore booked in H1FY27, timely launches in Mumbai and Gurugram will be crucial to meeting its annual guidance

IPO review: Jio Platforms' ₹30,213 crore mega offer is at a minor premium

Brokerages say the firm is well positioned to sustain industry-leading growth, given market leadership, multiple triggers

Growth moderation, valuation headwinds ahead for Nestle despite strong Q2

Nestle posted 20% revenue growth and improved margins in Q2FY27, but concerns over slowing growth, input costs and premium valuations have prompted brokerages to cut target multiples

Tata Technologies' premium valuations limit upside despite Q2 growth

Tata Technologies reported mixed Q2FY27 results, with services driving revenue growth and margins missing estimates, while brokerages flagged premium valuations despite strong deal wins

Higher mutual fund yields lift ICICI Prudential AMC's Q2FY27 earnings

ICICI Prudential AMC posted 18% revenue growth in Q2FY27 on higher mutual fund yields, while net profit rose 6% and equity market share declined amid competition

IDBI Bank stake sale price a surprise; no rub-off on PSU stocks: Analysts

At the bourses, IDBI Bank stock has been an underperformer and has slipped 13.4 per cent year-till-date (YTD) till October 14 as compared to the NSE 500 index that lost 7.8 per cent during this period

Growth outlook for H2 FY27, margins keep D-Street cautious on Tata Elxsi

Sequential revenue growth of 2.3 per cent in constant currency beat estimates, while margins expanded 70 basis points; brokerages remain cautious on European auto demand

HCLTech's next test: Sustaining margins, deal momentum amid rich valuations

Healthy new deal wins and traction in its artificial intelligence (AI) business also lifted investor sentiment. The stock was the top gainer in both the Nifty 50 and the Sensex, closing at ₹1,321

Robust recovery likely to help sustain Dabur India's Q2FY27 growth

Dabur's India business is expected to post double-digit revenue growth after 19 quarters, while strong international sales and price increases may help offset margin pressures